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CDX vs TLH

Simplify High Yield ETF vs iShares 10-20 Year Treasury Bond ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

TLH

iShares 10-20 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$11.4B

Key differences

Both CDX and TLH are fixed income ETFs. CDX charges 0.25% a year and TLH 0.15%. The main difference: CDX follows a multi strategy strategy; TLH uses index tracking.

  • CDX follows a multi strategy strategy; TLH uses index tracking.
  • TLH costs 0.10% less per year.
  • TLH is much larger than CDX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CDX has delivered higher annualized returns.
  • TLH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXTLH
Annual cost (TER)0.25%0.15%
Fund size (AUM)$407M$11.4B
Since20222007
Dividend yield8.31%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.4%+4.6%
CAGR 3Y+7.9%+1.1%
CAGR 5YN/A-3.7%
Sharpe 3Y0.43-0.17
Volatility 1Y5.80%7.92%
Max drawdown-13.24%-41.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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